BCU Wealth Advisors, LLC
Q4 2024 13F Holdings
- Locationvernon hills, IL
- Num holdings
54
- Value ($000)
$175,047
- Date Filed01/30/2025
- Form type13F-HR
- CIK0002003570
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $74.97M | 43 % | 2,167,517 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $23.32M | 13 % | 902,227 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $12.19M | 7 % | 259,994 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $7.64M | 4 % | 185,075 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $7.44M | 4 % | 284,258 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $6.03M | 3 % | 133,516 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.65M | 3 % | 9,590 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $3.62M | 2 % | 89,401 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $2.54M | 2 % | 109,249 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $2.52M | 1 % | 24,772 |
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